Proposal Analyst I

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary

This role manages multiple requests for proposals (RFPs) of varying complexity to support the acquisition of new business and the retention of existing clients. You will lead the full RFP process in a fast‑paced, deadline‑driven environment, coordinating across sales, marketing, underwriting, legal, and other subject matter experts to produce accurate, compelling, and compliant proposal materials. Success in this role requires strong organization, communication, and collaboration skills as you gather information, resolve issues, and develop high‑quality customer‑facing deliverables.

Key Responsibilities

• Manage and execute multiple RFPs from intake through final submission.
• Collaborate with internal partners to gather information and ensure accuracy of proposal content.
• Develop clear, competitive, and compliant proposal materials aligned with solicitation requirements.
• Coordinate timelines, deliverables, and stakeholder input in a deadline‑oriented environment.
• Recommend process improvements and contribute to enhancing RFP response efficiency.

Skills and Background You’ll Need

Education: Bachelor's degree in marketing, Business, Communications, or related field, or equivalent skills or experience

Experience: 2+ years of experience project management experience, or experience supporting RFPs and proposals

• Strong organizational, time‑management, and cross‑functional collaboration skills.
• Ability to interpret requirements and produce accurate, customer‑ready materials.
• Experience working with insurance, financial services, or other regulated industries.
• Familiarity with proposal development tools, content libraries, or RFP management systems.
• Ability to work independently on routine to moderately complex projects with minimal oversight.
• Occasional extended hours may be needed during peak RFP cycles.

Key Behaviors of a Successful Candidate

• Collaboration: Builds strong relationships, shares information openly, and works cooperatively across teams.
• Communication: Conveys information clearly, listens actively, and adapts messaging to the audience.
• Adaptability: Adjusts quickly to shifting priorities, changing requirements, and fast‑paced deadlines.